Genmab — Februar 2019
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Mht netop Novod, er jeg 99 på at det er Jesper Ilsø der har skrevet om Genmab det sidste halvandet år, og Novod der skriver under - måske
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Did anyone post the transcript yet? https://finance.yahoo.com/news/edited-transcript-gen-co-earnings-024120545.html
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Er dette ikke lidt tydeligere end hvad vi ellers har hørt om Novo: In December 2017,
the collaboration was expanded to include an additional five potential target pair combinations and three commercial license options + yderlighere milestone i december -
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Hvis der er rimelighed, skal vi længere nord på, når US er med. Kulturforskellen alene. I DK har vi de senere år fået en bogholderkultur, både med en bogholderagenda blandt politikere, bogholderregering, og bogholderanalytikere. Hvis US holder flaget højt plejer de at belønne de der tør. Og det gør Genmab, på en særdeles solid baggrund. Det hedder ikke omk. det vi taler om som misteltenen. Det hedder investering i højere afkast
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http://inrater.com/genmab-crowding-out-effekt/ Af Peter Hildebrandt
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